E70: Chips and SaaS Kicking A$$

Mar 27, 2021

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. 

 

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each. 

 

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

 

Intel IDM 2.0 Strategy

• https://futurumresearch.com/research-notes/new-fabs-a-foundry-service-more-collaboration-intels-path-forward/ 
• https://www.forbes.com/sites/patrickmoorhead/2021/03/23/intels-pat-gelsinger-gave-me-many-reasons-today-to-believe-the-company-is-back/ 

 

Oracle Updates ADW and SCM

• https://futurumresearch.com/research-notes/oracle-autonomous-data-warehouse-ready-to-power-more-self-driving-cloud-data-warehouse-adoption/ 
• https://www.oracle.com/news/announcement/blog/oracle-helps-customers-embrace-continuous-supply-chain-innovation-032421.html 
• https://futurumresearch.com/research-notes/oracle-and-red-bull-racing-partner-to-advance-f1-analytics/
• https://www.forbes.com/sites/patrickmoorhead/2021/03/17/oracle-announces-next-gen-autonomous-data-warehouse-expands-addressable-market/ 

 

Lattice MVision and Sentry Updates

• https://www.forbes.com/sites/patrickmoorhead/2021/03/12/lattice-semiconductor-updates-solutions-stack-with-mvision-20-and-sentry-20/?sh=3196ecc357eb

 

AWS EC2 X2gd

• https://futurumresearch.com/research-notes/aws-ec2-x2gd-instances-powered-using-home-grown-graviton2-processors/ 

 

AMD 3rd Gen EPYC

• https://www.forbes.com/sites/moorinsights/2021/03/16/amd-continues-its-datacenter-push-with-3rd-generation-of-epyc/ 
• https://www.forbes.com/sites/moorinsights/2021/03/24/amd-will-make-significant-gains-in-the-enterprise-with-milan/?sh=15b288303eb9 

 

Intel Nabs Justin Long 

• https://futurumresearch.com/research-notes/intels-new-ads-target-apple-m1-with-former-mac-spokesman-justin-long/ C
• https://twitter.com/PatrickMoorhead/status/1372193627791790085?s=20 

 

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.